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Paces Ferry Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-97
Closed -$3K – 1138
2020
Q3 		$3K Buy
+97
New +$3.13K ﹤0.01% 625

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Paces Ferry Wealth Advisors's ZION Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 97 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in ZION in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 431 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 97 Zions Bancorporation shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Zions Bancorporation in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Zions Bancorporation position peaked at $3K in Q3 2020.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.